Connect Bowimi and Concord CLM

Both apps 36Bowimi 15Concord CLM 21

• Trigger
  New Contact Activity

  Triggers when a new contact is added to a Bowimi location or company.

• Trigger
  New Listing Type Activity

  Triggers when a product's listing type changes at a Bowimi location or company.

• Trigger
  New Order Activity

  Triggers when a new order is placed in Bowimi.

• Trigger
  New Product Status Activity

  Triggers when a product's status changes at a Bowimi location or company.

• Trigger
  New Survey Activity

  Triggers when a new survey response is submitted in Bowimi.

• Trigger
  New Tag Activity

  Triggers when a tag is added to or removed from a Bowimi location or company.

• Trigger
  New Task Activity

  Triggers when a new task is created in Bowimi.

• Action
  Delete Task

  Deletes a Bowimi task.

• Action
  Find Contacts

  Searches Bowimi contacts by name, email address or phone number and returns the matches.

• Action
  Get Current User

  Returns the Bowimi user the API key belongs to: their ID, name and email.

• Action
  Get Location

  Finds the first Bowimi location matching a search term and returns its details.

• Action
  Remove Tag From Location or Company

  Removes a tag from a Bowimi location or company.

• Action
  Tag Location or Company

  Adds a tag to a Bowimi location or company.

• Action
  Update Location

  Updates a Bowimi location's name, address, account number or notes. Fields left blank are not changed.

• Action
  Update Task

  Updates a Bowimi task's title, description, start or due date. Fields left blank are not changed.

• Trigger
  New agreement

  Triggers when a new agreement appears in the selected Concord organization.

• Action
  Add agreement

  Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers.

• Action
  Add attachment

  Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.

• Action
  Add comment

  Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.

• Action
  Add folder

  Creates a new folder inside an existing folder of a Concord organization and returns the new folder.

• Action
  Add member to agreement

  Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status.

• Action
  Create a New Document From a Template

  Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.

• Action
  Create an Executed Document

  Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.

• Action
  Create webhook - Document Fully Approved

  Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.

• Action
  Create webhook - Document Fully Signed

  Creates a Concord webhook integration that calls the given address when an agreement is fully signed.

• Action
  Create webhook - Signature Provided

  Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.

• Action
  Delete agreement

  Permanently deletes an agreement from a Concord organization.

• Action
  Get agreement

  Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found.

• Action
  List agreements

  Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.

• Action
  List automated templates

  Returns the automated templates available in a Concord organization, with each template's id, title and description.

• Action
  List folders

  Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.

• Action
  List organizations

  Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.

• Action
  Move agreement

  Moves an agreement into a different folder in a Concord organization.

• Action
  Request signature

  Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order.

• Action
  Update agreement

  Updates the status of an existing Concord agreement, setting it to Signing or Broken.

• Action
  Update agreement metadata

  Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.